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Hi,
We are using CRM online, right now we just using leads and opportunity. pls guide what further steps should be take / configured / utilized to make CRM more productive, as we watch in Microsoft Videos.
Thanks
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Hi Irfan,
This would be a good place to start: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/user-guide
Whatever mentioned in my previous reply is OOB, meaning it is already implemented in your system and ready to go.
Read through the post above on how to implement and empower your team and impress them!
Please mark the posts as Verified if it helped you.
Happy CRM'ing!
Cheers!
thx, except point 4, we are doing. pls guide how can i empower crm sales team and sales manager to full utilize features like predict analysis feature so that they get impress and dependent on CRM. thanks.
Hi Irfan,
You would need to do a fit gap analysis, to map out what your organization currently does, and how to map it to existing CRM features.
In some cases, direct configuration will help, in other cases, customizations and extending the platform might be required.
Here are some high level overview of what the OOB features for Sales does:
1. Lead Managament
2. Account & Contact Management
3. Opportunity management
4. Quote management
5. Sales Order and Invoices (cannot track payments, that is more of the ERP side of Dynamics 365)
Sales cycle: Lead -> Opportunity -> Quote -> Order -> Invoice
Cheers!
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